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Unanet Adds Experienced Innovators to Executive Team to Accelerate Growth in ERP Sector

Jan 04, 2020

Unanet Adds Experienced Innovators to Executive Team to Accelerate Growth in ERP Sector Dulles, VA, January 14, 2020 – Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, is building on its 2019 strategies for growth, which included a significant investment from JMI Equity, the acquisition of Clearview Software, and new leadership under CEO Craig Halliday, by bringing on six new executives to lead the company as it expands its market presence and product portfolio in project ERP. “Delivering the best customer experience, industry-leading products, and giving businesses a single solution and source of truth for their project ERP are how we will continue to outperform in our market segments. With this group of talented, experienced leaders, I have full confidence our customers and Unanet will thrive in 2020 and beyond,” said Halliday. Jeff Davison joins Unanet as Chief Customer Officer and will lead all aspects of the customer experience. Most recently, Davison was with CentralSquare Technologies where he served as Chief Operating Officer. Prior to that, he held various positions at Ellucian, culminating in the role of VP Global Services. Assad Jarrahian joins Unanet as Chief Product Officer. Jarrahian has held executive positions in product development and management with numerous high-growth companies, including Intelex Technologies, EMS Software, Synchronoss Technologies (previously DigiData) and Pearson. Gene Gainey leads the sales organization as Unanet’s SVP of Sales. Gainey has led sales organizations at Reward Gateway, Cornerstone OnDemand, HealthcareSource, Globoforce and Learn.com. Carrie Mahon joins Unanet as Chief Marketing Officer. Mahon has held executive marketing positions in the B2B technology space with EMS Software, IBM, Windstream Enterprise, and Comcast Business. Matt Pantana, SVP Clearview Product, joined Unanet as part of the company’s 2019 acquisition of Clearview Software. Pantana is a co-founder of Clearview and brings a wealth of knowledge on the product and will focus on its continued development. Steve McTavish, SVP Clearview Sales, also joined Unanet in conjunction with the Clearview acquisition. Both Pantana and McTavish will become members of the Unanet Leadership team. About Unanet: Unanet supports over 2,000 professional services firms with purpose-built Project ERP, allowing customers to scale their businesses while drastically reducing administrative costs and providing real-time insights to make critical business decisions. Unanet has been recognized multiple times as one of the fastest growing private companies in the USA on Inc. Magazine’s Inc. 5000 list, and as a Washington Post Top Workplace.

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Unanet Expands Solutions for Architecture & Engineering Firms with Acquisition of Clearview Software

Oct 24, 2019

Unanet Expands Solutions for Architecture & Engineering Firms with Acquisition of Clearview Software DULLES and LYNCHBURG, Va., Oct. 24, 2019 /PRNewswire-PRWeb/ — Addresses Demand from Professional Services Firms Seeking Alternatives to Legacy ERP Vendors   Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, announced today that it has acquired Clearview Software–a leader in project-based ERP software for Architects & Engineers. The combined organization will serve nearly 2,000 Professional Services firms, particularly those in the Government Services, and Architecture and Engineering (AE) sectors. “Unanet has always been focused on meeting the unique needs of customers in the professional services market, and we are excited to welcome Clearview to the team,” said Craig Halliday, CEO of Unanet. “Clearview’s leadership in the AE market combined with Unanet’s resources accelerate our ability to deliver on the next phase of growth. There is tremendous appetite in the market for an alternative to legacy ERP vendors. And, Unanet and Clearview’s proven software coupled with our exceptional customer service, provide the ideal choice for organizations seeking a better option.” “This is a fantastic opportunity for two leaders in Project-Based ERP to join forces and help professional services firms achieve better project outcomes for their customers,” said Matt Pantana, President and CEO of Clearview. “Our team of talented employees bring many years of experience in the AE sector and we look forward to joining Unanet.” Clearview will operate as a division of Unanet based in its present location in Lynchburg, VA. Clearview’s Matt Pantana will remain in his current position joining the Unanet management team. All employees will continue in their existing roles. About Unanet: Over 1,200 professional services organizations trust Unanet’s ERP platform to scale their businesses while drastically reducing G&A in a “Single Source of Truth”. Unanet delivers resource scheduling, budgeting & planning, time & expense reporting, billing & revenue recognition, real-time project management analytics and dashboards, GL, AP, AR,purchasing, cost pool calculations, and indirect allocations, in one integrated system. About Clearview: Clearview Software is the developer of InFocus, a comprehensive ERP system built for AE firms. InFocus offers time and expense entry, billing, project management, business analytics, and full project-based accounting. InFocus delivers unmatched ROI by automating key business workflows and aggregating timely information necessary for critical business decisions. To learn more, visit https://www.clearviewsoftware.com. Media contact: Richard Hayden Senior Vice President of Marketing, Unanet 703-689-9581

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Clearview and Unanet Combine to Accelerate Development of InFocus

Oct 17, 2019

Unanet, a leading SaaS project-based Enterprise Resource Planning (ERP) provider, has acquired Clearview Software to continue and accelerate the development of InFocus as the leading project-ERP software for Architects & Engineers. Why Unanet? This is a strategic decision that included many factors. We have had no shortage of interested investors over the years, and while past opportunities presented to us meant potentially losing our culture and control of the direction of our product, with Unanet we are able to maintain our focus with additional resources. Additionally, what separated Unanet from the rest was our similarity in our culture and goals. Both we and Unanet have been bootstrapped, founder-owned and operated companies, and we are walking through this door together as we look to maximize our potential. Will InFocus continue to be supported and developed? Absolutely. We’re very excited about the opportunity to put more energy and effort into further developing InFocus. It was one of the major factors in choosing Unanet. We also just released a major InFocus update to all of our customers who received new features at no additional cost. We have more releases already scheduled for next year and are continuing our commitment to product development and support. Will Clearview be shifting its focus away from A/E? Absolutely not. We were looking for a partner that would help us serve more of the A/E market. By combining our resources with Unanet, we will be able to compete with legacy vendors in our market more effectively. There’s a lot of work to do here, and we’re very excited about that. What if I just bought InFocus? You made the right decision and your investment just appreciated in value. We strongly believe that our partnership with Unanet will drive InFocus forward in ways that would have been more difficult otherwise. Who do I contact for support now that Clearview is part of Unanet? Is my account manager changing? Nothing has changed on that front, and all Clearview staff members remain in place. Our current and future customers will continue to reach us at all of our previous contact methods and you will have all the same contact personnel as before. We are dedicated to continuing our excellence in customer service and have increased our support and sales staff in the recent weeks to support our planned growth. What does the future look like for Clearview? The future is bright! Clearview will now have access to more resources to develop and support our software than ever before. We plan to continue adding staff, features and support tools to help our customers run their firms on the best ERP software in the A/E industry.

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Unanet 19.1 Release Includes Expanded Capabilities for Purchasing and Reporting

Oct 04, 2019

Unanet 19.1 Release Includes Expanded Capabilities for Purchasing and Reporting Dulles, VA, October 4, 2019 – Unanet, the leading project-based Enterprise Resource Planning (ERP) provider, has announced the availability of Unanet 19.1 for On Premise customers. Cloud customers will be migrated on October 19. More than 1,200 project-driven organizations rely on Unanet to manage their projects, people, and financials. The latest release of Unanet includes expanded capabilities for purchasing and reporting, including the ability to create a Vendor Invoice for each Purchase Order with matched transactions, Purchase Order export and import, Vendor Invoice Export, the ability to attach documents to a bank account reconciliation, added approval status for Purchase Requisitions, Purchase Orders, and Vendor Invoices, and more. “This latest Unanet release continues our investment in product enhancements driven by customer input. Unanet has unique capabilities to help professional services organizations optimize their purchasing processes. This release includes very popular requests from our customers that will help accelerate subcontractor management with new features for approval reporting, alerts, and automating labor intensive processes,” commented Richard Hayden, Unanet’s Senior Vice President of Marketing. About Unanet Over 1,200 professional services organizations trust Unanet’s ERP platform to scale their businesses while drastically reducing G&A in a “Single Source of Truth”. Unanet delivers resource scheduling, budgeting & planning, time & expense reporting, billing & revenue recognition, real-time project management analytics and dashboards, GL, AP, AR, purchasing, cost pool calculations, and indirect allocations, in one integrated system. unanet.com Media contact: Richard Hayden Senior Vice President of Marketing, Unanet 703-689-9581

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Craig Halliday Joins Unanet as CEO to Lead Next Phase of Growth

Sep 17, 2019

Craig Halliday Joins Unanet as CEO to Lead Next Phase of Growth Dulles, VA – September 17, 2019 – Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) provider, announced today that it has appointed Craig Halliday as Chief Executive Officer.  Halliday’s priorities include leading Unanet in its next stage of growth and expanding Unanet’s leadership position with professional services firms serving the Federal Government, architecture and engineering, and other sectors, representing a greater than $1B opportunity. Halliday’s proven leadership experience in growing enterprise software companies in the ERP and finance fields, will help ensure that Unanet continues to deliver on its promise to customers and employees. Halliday previously has been CEO with Intelex Technologies, EMS Software and eServGlobal, and held executive leadership positions with RPM, Mincom, PeopleSoft and J.D. Edwards. “I am delighted to join the Unanet team, which has an unparalleled reputation for customer satisfaction and product quality,” said Halliday. “Unanet’s employees are dedicated to helping customers succeed. The Unanet team, led by Fran Craig and Chris Craig have built an incredible company. We will rely on Fran and Chris’s guidance going forward as board members and investors.” Halliday’s appointment follows accelerated growth of 30% annually at Unanet since the release of its ERP offering in summer of 2015, recognition on the Inc 5000 list in 2018 and 2019, exceptionally high Net Promoter Score relative to industry competitors, and a significant growth equity investment by JMI Equity in June of this year. “Craig Halliday’s appointment is exciting news for Unanet customers, employees and partners,” said Chris Craig, Board Director, Unanet. “His dynamic leadership and experience will ensure our customers’ investment in Unanet will continue to deliver competitive advantages by integrating information across their business. We are thrilled Craig has joined the Unanet team.” About Unanet: Over 1,200 professional services organizations trust Unanet’s ERP platform to scale their businesses while drastically reducing G&A in a “Single Source of Truth”. Unanet delivers resource scheduling, budgeting & planning, time & expense reporting, billing & revenue recognition, real-time project management analytics and dashboards, GL, AP, AR, purchasing, cost pool calculations, and indirect allocations, in one integrated system. unanet.com   Media Contact: Richard Hayden Unanet 703-689-9581